This article is part of Units of Measure and the new Purchase Item Record and covers quick-add UofMs.
If a Unit of Measure does not already exist, Users can use the quick-add feature to create the UofM from the field of entry. This allows for greater efficiency as Users can create and save a new UofM without navigating out of the Purchase Item Record.
To use the quick-add UofM feature, Users must have the following permission:
Food → Units of Measure → Create Units of Measure
This article covers the following topics:
Quick Add Availability
The UofM quick-add feature is available for the following UofM fields on the new Purchase Item Record:
- Reporting U of M
- Inventory U of M 1, 2, & 3
- Weight U of M
- Volume U of M
- Each U of M
- Count U of M 1, 2, & 3
Available when Location Specific Settings are Enabled - Selling U of M
Available when Sales or Catering is enabled
Quick Adding a UofM
To quick-add a UofM, first navigate to the correct UofM field, then follow these steps:
- Begin typing in the UofM needed. If the UofM has not already been created, Users will see the 'CREATE UOFM' option
- Click 'CREATE UOFM' from the dropdown
- This will open the 'New Unit of Measure' pop-up form
- Complete the UofM fields as necessary, then click Save
- The UofM has now been saved and will appear as an option when selecting a UofM
Note: Users must click 'Save' to save the UofM. Closing out the pop-out without first clicking 'Save' will not save the UofM